Charles MilettCRD Number: 1189719
Current Firm: H.d. Vest Advisory Services, Inc.
Charles Milett (CRD# 1189719) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Dunedin, FL and has over 34 years of experience in the finance industry. Charles Milett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|H.d. Vest Investment Services||Inverness, IL||Nov 2014 - Current||2|
|H.d. Vest Advisory Services||Inverness, IL||Nov 2014 - Current||2|
|Financial Resource Center, Inc.||Inverness, IL||Nov 2012 - Current||4|
|Rental Property||Schaumburg, IL||Sep 2011 - Current||6|
|Rental Property||Inverness, IL||Aug 2006 - Current||11|
|Rental Property||Hoffman Estates, IL||Sep 2002 - Current||15|
|Rental Property||Bartlett, IL||Jun 2001 - Current||16|
|Rental Property||Schaumburg, IL||Dec 1988 - Current||28|
|Rental Property||Schaumburg, IL||Dec 1986 - Current||30|
|Rental Property||Hoffman Estates, IL||May 1981 - Current||36|
|Cetera Financial Specialists LLC||Schaumburg, IL||Dec 2012 - Nov 2014||1|
|Cetera Investment Advisers LLC||Schaumburg, IL||Dec 2012 - Nov 2014||1|
|H.d. Vest Investment Securities, Inc.||Irving, TX||Jan 1991 - Dec 2012||21|
|Financial Partners, Inc.||Inverness, IL||Jan 1975 - Nov 2012||37|
|New England Life||Chicago, IL||May 1986 - Dec 2011||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1983|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV